TFIN
Triumph Financial, Inc.
$75.68
+1.39%
$1.8B
No data for this timeframe.
Vol
Market Cap$1.8B
Cap SizeSmall Cap
Analyst ConsensusBuy (55%)
Inst. Holders50 funds
Inst. Value$951.9M
Inst. Activity7 buys / 5 sells
Insider Activity2B / 2S
Insider Net $$750.2K
SEC Reports1
Recent Activity
May 22, 2026
Insider
Schreyer Edward Joseph sold 2,900 shares
EVP, Chief Operating Officer @ $66.70 ($193.4K)
May 8, 2026
Insider
Ritterbusch Todd bought 7,000 shares
President - TBK Bank, SSB @ $67.01 ($469.1K)
May 1, 2026
Insider
Rafferty Michael P was granted 1,528 shares
Director
Apr 21, 2026
earnings_calendar
TFIN Q1 2026 Earnings Scheduled — 2026-04-21
Mar 11, 2026
SEC
Analysis based on filing metadata only — document content was unavailable. This DEFA14A filing for Triumph Financial, In
DEFA14A — Impact 3/10
Inst.
MORGAN STANLEY — ADD
336,413 shares ($20.1M)
Inst.
MARSHALL WACE, LLP — TRIM
173,645 shares ($10.4M)
Price Targets
$68.80
-9.1% upside
Sell
Current $75.68
Low $65.00
Median $70.00
High $72.00
5 analysts
$65.00
$72.00
Analyst Ratings
2Strong Buy
4Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 23, 2026 | Raymond James | UPGRADE | Market Perform → Outperform |
| Apr 22, 2026 | DA Davidson | MAINTAIN | Neutral → Neutral |
| Jan 29, 2026 | DA Davidson | MAINTAIN | Neutral → Neutral |
| Jan 28, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform → Market Perform |
| Jan 12, 2026 | B. Riley Securities | DOWNGRADE | Buy → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.41 ▲ +32.1% | $0.39 — $0.41 | 170% YoY | 4 |
| Next Q | $0.52 ▲ +8.0% | $0.48 — $0.54 | 132% YoY | 4 |
| Current FY | $1.75 ▲ +13.3% | $1.68 — $1.83 | 196% YoY | 4 |
| Next FY | $2.62 ▲ +2.6% | $2.37 — $3.10 | 50% YoY | 4 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $197.4M | — |
| KAYNE ANDERSON RUDNICK INVESTMENT | $117.2M | — |
| STATE STREET CORP | $86.6M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $59.6M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $52.1M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 22, 2026 | Schreyer Edward | SELL | $193.4K |
| May 8, 2026 | Ritterbusch Todd | BUY | $469.1K |
| May 1, 2026 | Rafferty Michael | A | $0.00 |
| May 1, 2026 | Sparks C | A | $0.00 |
| May 1, 2026 | BRADFORD DEBRA | A | $0.00 |
50 institutional holders with $951.9M total value (15,961,076 shares) as of 2026-Q1. Top holders: BlackRock,, KAYNE, STATE. Net buying activity: 7 institutions added/increased vs 5 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3,307,986 | $197.4M | 20.7% | — |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,964,575 | $117.2M | 12.3% | — |
| 3 | STATE STREET CORP | 1,452,113 | $86.6M | 9.1% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 998,888 | $59.6M | 6.3% | — |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 873,584 | $52.1M | 5.5% | — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 832,146 | $49.6M | 5.2% | — |
| 7 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 763,216 | $45.5M | 4.8% | ADD +26.8% |
| 8 | FRONTIER CAPITAL MANAGEMENT CO LLC | 644,777 | $38.5M | 4.0% | ADD +53.7% |
| 9 | CITADEL ADVISORS LLC | 615,605 | $36.7M | 3.9% | NEAR_EXIT -82.8% |
| 10 | DIAMOND HILL CAPITAL MANAGEMENT INC | 538,827 | $32.1M | 3.4% | DOUBLED +132.1% |
| 11 | BANK OF AMERICA CORP /DE/ | 460,088 | $27.4M | 2.9% | — |
| 12 | MORGAN STANLEY | 336,413 | $20.1M | 2.1% | ADD +34.2% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 291,208 | $17.4M | 1.8% | — |
| 14 | GOLDMAN SACHS GROUP INC | 268,297 | $16.0M | 1.7% | — |
| 15 | WELLS FARGO & COMPANY/MN | 194,949 | $11.6M | 1.2% | — |
| 16 | MARSHALL WACE, LLP | 173,645 | $10.4M | 1.1% | TRIM -29.3% |
| 17 | EARNEST PARTNERS LLC | 154,299 | $9.2M | 1.0% | ADD +31.7% |
| 18 | Russell Investments Group, Ltd. | 153,075 | $9.1M | 1.0% | ADD +37.6% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 151,497 | $9.0M | 0.9% | — |
| 20 | Brevan Howard Capital Management LP | 150,000 | $8.9M | 0.9% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 250,672 | 336,413 | +34.2% | $20.1M | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 245,460 | 173,645 | -29.3% | $10.4M | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 111,239 | 153,075 | +37.6% | $9.1M | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC | ADD | 89,660 | 117,512 | +31.1% | $6.6M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | DOUBLED | 37,728 | 103,134 | +173.4% | $6.2M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 126,746 | 93,615 | -26.1% | $5.6M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 299 | 40,200 | +13344.8% | $2.4M | 2026-Q1 |
| Hudson Bay Capital Management LP | ADD | 15,000 | 24,764 | +65.1% | $1.5M | 2026-Q1 |
| HSBC HOLDINGS PLC | TRIM | 23,525 | 9,000 | -61.7% | $531.5K | 2026-Q1 |
| M&T BANK CORP | NEAR_EXIT | 40,628 | 5,412 | -86.7% | $322.9K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 315 | 1,480 | +369.8% | $88.3K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | NEAR_EXIT | 2,777 | 132 | -95.2% | $7.9K | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | ADD | 489,178 | 751,897 | +53.7% | $47.1M | 2025-Q4 |
| EARNEST PARTNERS LLC | ADD | 123,319 | 162,468 | +31.7% | $10.2M | 2025-Q4 |
| M&T BANK CORP | DOUBLED | 12,109 | 40,628 | +235.5% | $1.7M | 2025-Q4 |
| HSBC HOLDINGS PLC | TRIM | 37,287 | 23,525 | -36.9% | $1.5M | 2025-Q4 |
| Neuberger Berman Group LLC | TRIM | 21,205 | 7,939 | -62.6% | $497.2K | 2025-Q4 |
| Verition Fund Management LLC | TRIM | 10,732 | 7,544 | -29.7% | $472.5K | 2025-Q4 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 8,900 | 4,409 | -50.5% | $276.1K | 2025-Q4 |
| Rockefeller Capital Management L.P. | DOUBLED | 57 | 315 | +452.6% | $19.7K | 2025-Q4 |
| FIFTH THIRD BANCORP | TRIM | 497 | 299 | -39.8% | $18.7K | 2025-Q4 |
| FEDERATED HERMES, INC. | TRIM | 7 | 5 | -28.6% | $313.00 | 2025-Q4 |
| BNP Paribas Asset Management Holding S.A. | ADD | 156 | 260 | +66.7% | $16.00 | 2025-Q4 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | NEW | — | 489,178 | — | $24.5M | 2025-Q3 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | DOUBLED | 155,943 | 361,953 | +132.1% | $18.1M | 2025-Q3 |
13 unique insiders with 31 transactions. Net insider value: $750.2K ($969.1K bought, $218.9K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 22, 2026 | Schreyer Edward Joseph | EVP, Chief Operating Officer | SELL | 2,900 | $66.70 | $193.4K |
| May 8, 2026 | Ritterbusch Todd | President - TBK Bank, SSB | BUY | 7,000 | $67.01 | $469.1K |
| May 1, 2026 | Rafferty Michael P | Director | AWARD | 1,528 | — | — |
| May 1, 2026 | Sparks C Todd | Director | AWARD | 1,258 | — | — |
| May 1, 2026 | BRADFORD DEBRA A | Director | AWARD | 1,258 | — | — |
| May 1, 2026 | Deadman Davis R | Director | AWARD | 1,258 | — | — |
| May 1, 2026 | McSherry Melissa K | Director | AWARD | 1,258 | — | — |
| May 1, 2026 | Nelson Adam D | EVP and General Counsel | AWARD | 1,850 | — | — |
| May 1, 2026 | Nelson Adam D | EVP and General Counsel | TAX W/H | 1,194 | $67.55 | $80.7K |
| May 1, 2026 | Nelson Adam D | EVP and General Counsel | AWARD | 3,432 | — | — |
| May 1, 2026 | Anderson Charles Albert | Director | AWARD | 1,258 | — | — |
| May 1, 2026 | Sepulveda Carlos M | Director | AWARD | 1,628 | — | — |
| May 1, 2026 | Easley Laura | Director | AWARD | 1,258 | — | — |
| May 1, 2026 | Rafferty Michael P | Director | AWARD | 1,258 | — | — |
| May 1, 2026 | Voss William B. | Chief Financial Officer | AWARD | 2,220 | — | — |
| May 1, 2026 | Voss William B. | Chief Financial Officer | TAX W/H | 1,672 | $67.55 | $112.9K |
| May 1, 2026 | Voss William B. | Chief Financial Officer | AWARD | 4,118 | — | — |
| May 1, 2026 | Schreyer Edward Joseph | EVP, Chief Operating Officer | TAX W/H | 3,439 | $67.55 | $232.3K |
| May 1, 2026 | Schreyer Edward Joseph | EVP, Chief Operating Officer | AWARD | 7,722 | — | — |
| May 1, 2026 | Schreyer Edward Joseph | EVP, Chief Operating Officer | AWARD | 4,163 | — | — |
| May 1, 2026 | Nelson Adam D | EVP and General Counsel | AWARD | 1,850 | — | — |
| May 1, 2026 | Nelson Adam D | EVP and General Counsel | TAX W/H | 1,194 | $67.55 | $80.7K |
| May 1, 2026 | Ritterbusch Todd | President - TBK Bank, SSB | AWARD | 4,376 | — | — |
| May 1, 2026 | Nelson Adam D | EVP and General Counsel | AWARD | 3,432 | — | — |
| May 1, 2026 | Graft Aaron P | President & CEO | AWARD | 9,391 | — | — |
| May 1, 2026 | Ritterbusch Todd | President - TBK Bank, SSB | AWARD | 2,359 | — | — |
| May 1, 2026 | Graft Aaron P | President & CEO | AWARD | 17,418 | — | — |
| May 1, 2026 | Ritterbusch Todd | President - TBK Bank, SSB | TAX W/H | 1,431 | $67.55 | $96.7K |
| Mar 10, 2026 | Voss William B. | Chief Financial Officer | EXERCISE | 427 | $15.87 | $6.8K |
| Mar 10, 2026 | Voss William B. | Chief Financial Officer | SELL | 427 | $59.57 | $25.4K |
| Feb 27, 2026 | Graft Aaron P | President & CEO | BUY | 8,949 | $55.87 | $500.0K |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 3.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (55% buy). Based on 11 analysts: 2 strong buy, 4 buy, 5 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$68.80 mean target
-9.1% upside
Sell (3.00)
$65.00 Low
$72.00 High
| Metric | Value |
|---|---|
| Current Price | $75.68 |
| Target Low | $65.00 |
| Target Mean | $68.80 |
| Target Median | $70.00 |
| Target High | $72.00 |
| # Analysts | 5 |
| Recommendation | Sell (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.41 | $0.39 | $0.41 | 170.0% | +32.1% | 1↑ 0↓ | $0.1B | 5.1% | 4 |
| Next Q 2026-09-30 |
$0.52 | $0.48 | $0.54 | 132.2% | +8.0% | 1↑ 0↓ | $0.1B | 6.7% | 4 |
| Current FY 2026-12-31 |
$1.75 | $1.68 | $1.83 | 196.2% | +13.3% | 2↑ 0↓ | $0.5B | 3.6% | 4 |
| Next FY 2027-12-31 |
$2.62 | $2.37 | $3.10 | 50.3% | +2.6% | 1↑ 3↓ | $0.5B | 10.4% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.405 | |
| 7d ago | $0.405 | |
| 30d ago | $0.307 | +0.098 |
| 60d ago | $0.307 | +0.098 |
| 90d ago | $0.307 | +0.098 |
4 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 23, 2026 | Raymond James | UPGRADE | Market Perform | Outperform |
| Apr 22, 2026 | DA Davidson | MAINTAIN | Neutral | Neutral |
| Jan 29, 2026 | DA Davidson | MAINTAIN | Neutral | Neutral |
| Jan 28, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Jan 12, 2026 | B. Riley Securities | DOWNGRADE | Buy | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| May 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% | |
| Apr 1, 2026 | 0 | 0 | 7 | 1 | 2 | 0% | |
| Mar 1, 2026 | 0 | 0 | 7 | 1 | 2 | 0% | |
| Feb 1, 2026 | 0 | 0 | 7 | 1 | 2 | 0% | |
| Jan 1, 2026 | 2 | 4 | 5 | 0 | 0 | 55% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 21, 2026
earnings_calendar
TFIN Q1 2026 Earnings Scheduled — 2026-04-21
Apr 14, 2026
earnings_calendar
TFIN Q1 2026 Earnings Scheduled — 2026-04-14